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August Schools Roles

Descriptions of the various roles on the platform

Updated over a year ago

Introduction to roles

Roles within the August Schools platform control access to functionality, the ability to manipulate or view information and access to different documentation templates.

The primary purpose of a role is to control the visibility of sensitive documentation so that only the right people can see the right information about students in highly sensitive use cases.

Each "practitioner" role has access to the core features of the August Schools platform: encounter documentation, file and document management, analytics, communications, form requests, student information and plans. Physical health roles additionally have access to immunizations, medications and screenings modules.

It can be helpful to think of each role as a secure workspace for the users assigned to it with sensible overlapping data accesses for roles that work closely together on related issues, all of which can be configured on an instance-by-instance basis. The Student support team role is explicitly meant to be cross-functional, and added on top of a user's primary role.

Each role can be scoped to a given set of students within the school or district. The role gives access to depth of information, and the student scope gives breadth of information.

Finally, roles like Manager and Sysadmin give users the ability to manage other users' access as well as configuration and settings.

Behavioral Health and Learning Differences roles

Counselor:

The primary role for school counselors to document support, collect and file documentation and pull reports and analytics. Academic, social-emotional and post-secondary encounter types can be added or removed depending on the scope of responsibility.

School administrator:

The primary role for principals, deans or other building or division level leaders to document support, coordinate support with other staff members, collect and file documentation and pull reports and analytics.

Learning specialist:

The primary role for learning specialists to document support, collect and file documentation and pull reports and analytics.

School psychologist:

The primary role for learning specialists to document support, collect and file documentation and pull reports and analytics.

Behavioral specialist:

The primary role for behavioral specialists to document support, collect and file documentation and pull reports and analytics.

School safety:

School resource officers and other personnel assigned to school safety duties can be assigned this role to document student encounters to produce data for the school or district. The visibility of student information is very limited within this role to account for non-FTE and seconded school safety staffing.

Student support team:

This role is meant to be stacked on top of a user's primary role if they are part of the student support team for any students. This allows users to create shared documentation and track shared student tags.

Physical Health roles

Nurse:

The primary role for school nurses to document care, administer medications, track immunizations, review health registration information and manage conditions and allergies.

Clinic aide:

A role for aides and other clinic personnel to be able to help school nurses and access the same information and functionality as nurses.

Athletic trainer:

The primary role for athletic trainers to document care, review health registration information.

Immunization manager:

This role allows for immunization data entry and compliance work to be conducted by personnel who do not work full-time in the clinic and do not require full school nurse access.

Medication administrator:

This role allows for medication administrations to be tracked by personnel who do not work full-time in the clinic and do not require full school nurse access. It can also be stacked on top of the Athletic trainer role for athletics personnel who administer medications.

Administrative, IT and Management roles

Sysadmin:

The Systems administrator role is often assigned to Information Technology personnel or other trusted members of the school or district. It allows assignees to invite new users, manage other users, add and remove roles and change the scopes of roles. It also allows users to setup certain SIS integrations.

However it offers no access to student information.

Manager:

The Manager role is assigned in addition to another practitioner role and is scoped to other users. Managers of other users can see the documentation and activities of their assigned users. The manager role can also invite users and manage users within their scope.

Administrator:

This is a read-only role that allows senior administrators to see de-identified and aggregated statistics about the support personnel utilizing the platform.

Registrar:

This is a role that allows registrar personnel to pull exports for ingestion into student information systems and other data sources and allows visibility into a limited set of student data.


Questions or Concerns?

Please do not hesitate to reach out to the August Schools Support Team at via live chat with the "Help" icon or via email at [email protected].

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